- Robert Half Finance & Accounting (San Ramon, CA)
- …and growing wealth management firm in San Ramon to identify an experienced Financial Advisor who is exploring their next career move. This role is ideal for a ... client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm.… more
- Intuit (San Diego, CA)
- **Overview** Come join Intuit as a Lead SOX Risk Advisor within the SOX Risk and Compliance Organization (SRCO). SRCO is a newly established function, in the ... Draft risk and control matrices (RCMs), including key systems, tools, and service providers, based upon review of management's artifacts (ie process documentation,… more
- Kohl's (Santa Rosa, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a ... You Have Required + Authentic passion for beauty + Client-facing retail or service industry experience + Excellent written and verbal communication skills with the… more
- Kohl's (La Habra, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage the team and clients by identifying their needs ... + Authentic passion for beauty + 3 years of client-facing retail or service industry experience + Excellent written and verbal communication skills with the ability… more
- Thrivent Financial (Newbury Park, CA)
- …This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and ... members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching,...and answer product-related questions, and assist with transactions and service requests + Assist Lead Advisors in… more
- Nuveen Investments (San Francisco, CA)
- **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in ... a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …a relationship expert and a digital ambassador for the Credit Union's evolving service model. Essential Functions and Responsibilities: * Lead proactive member ... Continuing along it highly successful growth trajectory, SFFedCU is seeking a Relationship Advisor for our Golden Gate Branch in San Francisco. The Relationship … more
- Columbia Bank (Santa Rosa, CA)
- …financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client ... approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure.… more
- Southern California Edison (Alhambra, CA)
- Join the Clean Energy Revolution Become a Security & Compliance, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll lead ... methods to meet company initiatives. The Security & Compliance Advisor , leads business requirements, performs gap analysis, and identifies...and being out in the field throughout the SCE service territory. + This position has been identified as… more
- JPMorgan Chase (Apple Valley, CA)
- …Plan Advisor sales team is responsible for selling JPMAM's full- service small market Everyday 401(k) and Investment Only solutions through Financial Advisors ... in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights...help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants. As… more